Powerful EHR Features Designed for Clinical Efficiency
Scheduling and Appointments
- Online booking and appointment requests
- Calendar sync with personal calendars
- Out-of-office scheduling
- Group appointments and group telehealth
- Appointment request widget for your website
Patient Communication and Client Portal
- Automated text and email reminders
- Secure patient portal and messaging
- Client announcements
- Client portal available in English and Spanish
- Electronic document signatures
Customizable Charting and Documentation
- Fully customizable charting workflows
- Custom templates and questionnaires
- Extensive template library
- ICD-10 code autocompletes
- Progress notes with signing and locking
- Psychotherapy notes stored separately
- Access to previous clinical notes
Paperless Intakes
- Customizable electronic intake forms
- Remote onboarding from any device
- Mobile-friendly experience
- Secure document storage
ePrescribing, EMAR, and Medication Management
Swift Charting includes a fully integrated EMAR, a feature often missing from many EHR platforms.
- ePrescribing with PDMP integration
- Medication history review
- Refill authorization workflows
- Electronic Medication Administration Record (EMAR)
- Controlled substance monitoring to enhance patient safety
Labs
- Electronic lab ordering directly from the patient chart
- Secure transmission of lab orders
- Centralized access to lab results within the patient record
- Reduced paperwork and administrative errors
Billing, Insurance, and Payments
- Fully integrated insurance billing
- Automatic eligibility and benefit verification
- Superbills
- Integrated point-of-sale and payments
- Claims tracking and balance management
Analytics and Practice Insights
- Revenue and income tracking
- Outstanding balances overview
- Appointment and utilization metrics
- Notes and claims visibility
Security and Compliance
- HIPAA-compliant EHR
- Role-based permissions
- Secure telehealth video
- Free document storage
Core Features
AI-Assisted Documentation
Generate clinical notes, treatment plans, and summaries using AI-assisted
documentation tools that help reduce time spent charting.
Customizable Clinical Templates
Create SOAP notes, intake assessments, psychiatric evaluations, and treatment plans tailored to your workflow.
Integrated Telehealth
Conduct secure video visits directly within the platform with HIPAA-compliant telehealth tools.
Patient Portal
Allow patients to securely communicate with your practice, complete intake forms, and access visit summaries.
Online Scheduling
Simplify appointment scheduling with integrated calendars and automated reminders.
Billing and Financial Tracking
Track payments, invoices, and insurance claims within the platform.
E-Prescribing
Send prescriptions electronically to pharmacies nationwide.
Lab and Diagnostic Orders
Order labs and imaging directly from the patient chart.
Secure Patient Records
HIPAA-compliant data storage with role-based access controls